Pages

Monday, November 11, 2013

Salesforce Custom Setting

Although Custom Setting is similar with Custom Object, but they are very different and totally for different usage. Custom object used to store all data within Salesforce for any transactions, it works similar with standard object, such as: Account, Contact, Opportunity, etc and you can create custom tab for that object.

While Custom Setting used to store application configurations, such as: value based on each application type or user. You cannot put show custom setting value directly as a custom tab. But, to access custom setting data, you need to access it from: Formula fields, Validation rules, Workflow rules, Apex class, and API.

There are 2 type of custom setting: List and Hierarchy. Formula field, Validation rule and Workflow rule only can access Hierarchy type custom setting, while Apex and API can access both. Once you select the type, you will not able to change it.

If the custom setting is a list, you can add set of data. For example, if your application had a setting for country codes, each set might include the country's name and dialing code.

If the custom setting is a hierarchy, you can add data for the user, profile, or organization level. For example, you may want different values to display depending on whether a specific user login to system, or a specific profile, or for general users.